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Developing a Code of Conduct for a Respectful Workplace
A Code of Conduct is not just a document – it’s a critical organizational tool for aligning employee behavior with organizational values, fostering a culture of integrity, and ensuring long-term business success. Employers should develop a Code of Conduct to establish clear expectations, promote ethical behavior, and protect the organization from legal, reputational, and operational risks. Additionall..
From Compliance to Culture — Building Future-Resilient Organizations
In an era defined by accelerating change and compounding disruptions, traditional approaches to organizational resilience are proving increasingly inadequate. While compliance frameworks provide essential guardrails, they primarily prepare organizations for known risks and predictable scenarios. Yet today's most significant threats often emerge from unfamiliar territories—complex intersections of technologi..
Optimizing Your MS Outlook: Using Outlook to Manage Your Time, Projects/Tasks, People, and Ideas
What is listed in the learning objectives below actually tracks along very well with what is covered in this session in order. I spend about 75% of the program in my actual working Microsoft Outlook vs. PowerPoint, showing how to use "the other four" functions beyond e-mail: Calendar, Contacts, Tasks, and Notes, and how you can set up your Outlook not only for better short and long-term time and project/peo..
AML Regulatory Insight for August 2025: Implementing Recent Changes in Your Financial Institution
It's important for us to connect rules & regulations to roles. This way each staff member will understand their new responsibilities. We are going to take a project management approach to the new rules & regulations and show how we need to act to effectively implement them and to whom. There are a number of ways to keep up with the changes which we will discuss during this training. This training is..
GRC Integration and Strategy - How to Integrate Governance, Risk, and Compliance into a Cohesive Strategy
GRC (Governance, Risk, and Compliance) Integration involves unifying governance, risk management, and compliance functions into a cohesive strategy that supports business objectives while managing risks and ensuring regulatory compliance. Traditionally, these functions have been handled separately, leading to silos, inefficiencies, and increased complexity in managing risks and compliance across the organiz..
HIPAA 2025 - Upcoming Changes HIPAA
The 2025 HIPAA updates are designed to address contemporary challenges in the healthcare landscape, focusing on technological changes, expanded patient rights, and tightening compliance expectations. Organizations need to adapt swiftly and efficiently to avoid penalties and maintain operational integrity.This session offers a comprehensive look at the upcoming HIPAA changes, breaking down the new rules’ imp..
Managing 401(k) and IRA Rollovers During Retirement Transitions
Objective: Provide guidance on handling retirement account rollovers and minimizing tax impacts.Subtopics:Understanding 401(k) and IRA Basics – what are the downsidesRollovers and RolloutsTraditional vs. Roth 401-K and IRA Rollovers: Tax ImplicationsRequired Minimum Distributions (RMDs) and Their ImpactStrategies to Minimize Taxes on Pre-Tax Retirement Income- Real estate investments and the real estate pro..
Personal Branding inside and out
Your personal brand is more than a polished LinkedIn profile or a confident elevator pitch — it’s the way people experience your presence, your values, and your impact. In today’s hybrid, global workplace, how you show up both inside your organization and in the wider professional world can shape your career path, leadership potential, and future opportunities.This workshop dives into the foundations of per..
State Income Tax Residency Issues and Retirement Income
IRAs were introduced in 1972 as a way for wage earners to invest in their own retirement plan. The rules associated with IRAs at the federal level are consistent across the country, but not all states have adopted these same rules. As a result, a person that moves from one state to another needs to realize that the state tax rules may not be the same. In some situations, the taxpayer may incur a double stat..
Supplier Quality Remediation using Principles of Lean Documents and Lean Configuration
Which do YOU want to be? Only you can answer that. This webinar can show you how to be the latter:Old school remediation: Hire 50 consultants tribal knowledge Put them to work on a PUSH system Build mountains of work-in-progress Bury your information in folders Spend endless hours on rew..
The Leader Within – Putting the WOW into Developing, Engaging and Retaining Exceptional Talent
Accountability, with engagement, equals profitability. What do great managers know that average managers do not when it comes to employee training, retention and motivation? When everyone gets that they are the customer / client / patient experience, no matter what their function or degree of contact with the client, they will connect at an accelerated level that will differentiate you from your compe..
AI Across the Business: Practical Use Cases for Founders and Leaders
This session will explore how AI can be practically and strategically embedded across the business. Not just in theory, but in execution. It’s designed for non-technical founders and business leaders who want to harness AI as a growth enabler, not just a buzzword.We’ll begin by demystifying how AI tools work at a practical level, highlighting how platforms like ChatGPT, Gemini, and Claude can become reliabl..
AI Revolution in HR: Beyond Automation
This lecture explores the AI revolution in HR, moving beyond the hype of automation to reveal its strategic implications. We'll delve into the advanced applications of AI, including predictive analytics, personalized learning, and intelligent talent acquisition. Attendees will learn how to leverage AI to enhance decision-making in areas such as performance management, employee development, and workforce pla..
How to get your B2B Customers to use your E-Commerce Website
"How to get your B2B Customers to use your E-Commerce Website" addresses a critical challenge facing many B2B suppliers and distributors today: the disconnect between investing in an e-commerce platform and achieving widespread customer adoption. While the digital transformation in the B2B space is undeniable, a significant number of customers continue to rely on traditional, often less efficient, methods l..
Prioritize and Learn to Say No
Prioritization is a process that successful leaders use to assure that they are focused on the right things. If you don’t respect your time, then why would anyone else? The art of saying “no” gives you more control of your time, and who wouldn’t want.Learning ObjectivesLearn to prioritize work according to what is most important. Make time for the most important tasks and focus on the work that matters. Don..